With so many demands on their time, a small-business owner needs a professional who can help them prepare and plan for a successful retirement while utilizing appropriate financial, tax-efficient strategies. We offer defined contribution plans and defined benefit plans for non-profits and for-profit entities.
Lilani Wealth Management consistently offers a well-rounded approach and is committed to our clients’ financial success. Besides wealth accumulation and investments, we assist our clients with budgeting, analyzing 401(k)/457 investments, insurance coverage review and tax planning. We work collaboratively with our clients’ other professional advisors, such as CPAs, attorneys and insurance agents.
When working with your Small Business, we will help you explore other areas of interest such as:
Retirement and Financial Plans
ESG, Impact & Socially Responsible Investing